Eric W. Loughnane

INSIGHT ADVISORS

Newtown, PA 18940

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CRD#: 6034829

Professional summary

Eric William Loughnane, who also goes by Eric Loughnane, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in Newtown, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eric has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Loughnane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric William Loughnane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 11, 2022 - Present

INSIGHT ADVISORS, LLC

Office #1: 10 N. State Street, Newtown, PA 18940

RIA

CRD#: 168057

Newtown, PA

Past

March 1, 2018 - March 11, 2022

CORDATUS WEALTH MANAGEMENT LLC

RIA

CRD#: 282871

NEWTOWN, PA

Past

February 28, 2018 - March 11, 2022

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

Newtown, PA

Past

March 18, 2016 - February 28, 2018

INSIGHT ADVISORS, LLC

RIA

CRD#: 168057

NEWTOWN, PA

Past

March 18, 2016 - February 28, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

NEWTOWN, PA

Past

June 11, 2013 - March 21, 2016

EDWARD JONES

RIA

CRD#: 250

ALLENTOWN, PA

Past

May 15, 2013 - March 21, 2016

EDWARD JONES

CRD#: 250

ALLENTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2013

General Securities Representative Examination

Current Firm

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

10 N. State Street, Newtown, PA 18940

Mailing Address

Phone number

(215) 550-6011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	2,427
AUM (Assets Under Management)	$ 712,359,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric W. Loughnane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric William Loughnane's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORDATUS WEALTH MANAGEMENT LLC

PROSPERA FINANCIAL SERVICES, INC.

INSIGHT ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2013

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2013

Current Firm

INSIGHT ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT ADVISORS, LLC

TRUST BUT VERIFY

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